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Invesco Dorsey Wright Healthcare Momentum ETF

63 hedge funds and large institutions have $42.6M invested in Invesco Dorsey Wright Healthcare Momentum ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
63
Holders Change
-8
Holders Change %
-11.27%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
22
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$8.51M -$220K -5,111 -3%
Bank of America
2
Bank of America
North Carolina
$4.57M -$84.5K -1,967 -2%
LPL Financial
3
LPL Financial
California
$4.43M -$1.67M -38,841 -27%
SA
4
SFI Advisors
New Jersey
$4.14M +$3.82K +89 +0.1%
IWM
5
IHT Wealth Management
Illinois
$2.48M +$686K +15,973 +38%
UBS Group
6
UBS Group
Switzerland
$2.23M +$8.72K +203 +0.4%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.91M +$21.7K +504 +1%
Wells Fargo
8
Wells Fargo
California
$1.29M -$585K -13,613 -31%
RJA
9
Raymond James & Associates
Florida
$1.06M -$590K -13,742 -36%
SAM
10
SignalPoint Asset Management
Missouri
$991K -$50.2K -1,169 -5%
TRCT
11
Tower Research Capital (TRC)
New York
$856K +$213K +4,948 +33%
AWS
12
Atria Wealth Solutions
New York
$793K -$168K -3,900 -17%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$787K -$31.5K -733 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$653K +$146K +3,392 +29%
Osaic Holdings
15
Osaic Holdings
Arizona
$615K -$102K -2,381 -14%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$606K -$162K -3,764 -21%
SPIA
17
Steward Partners Investment Advisory
New York
$528K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$492K -$28.5K -664 -5%
Stifel Financial
19
Stifel Financial
Missouri
$491K -$75.4K -1,754 -13%
PA
20
PFG Advisors
Arizona
$454K -$20.7K -483 -4%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$453K -$81.1K -1,887 -15%
CWM
22
Concentrum Wealth Management
California
$348K
MML Investors Services
23
MML Investors Services
Massachusetts
$312K +$1.2K +28 +0.4%
PAG
24
Private Advisor Group
New Jersey
$303K -$867K -20,189 -74%
OIA
25
OneDigital Investment Advisors
Kansas
$291K +$43 +1 +0%